Managing Staff & Client Profiles
Troubleshooting Unlinked Profiles
When using the Aloha Practice Management and Aloha Data Collection integration, it is important to create any profile you wish to be linked across the platforms on the Practice Management platform. When creating a Staff Profile in Practice ...
Caregiver Access
Aloha Data Collection offers the option to create a “Caregiver” role type that allows clients’ caregivers (e.g. parents, guardians, etc) to use the platform to view their child’s information and if desired, collect data on the child’s treatment plan ...
Reporting Managers
What is a Reporting Manager? When creating and viewing a Staff profile in Aloha DC, there will be a field to enter a staff’s “Reporting Manager.” This “Reporting Manager” refers to the person or people who directly oversee this staff member. For ...
Client Profile Creation
Setting Up Client Profiles Creating a NEW client profile NOTE: If you are using Aloha PMS and DC integration your Aloha DC client profiles will be automatically created. If you are not yet integrated, ensure that any Aloha DC Client Profile names and ...
Staff Profile Creation
Setting up Staff Profiles Creating a NEW Staff Profile Before creating a staff profile make sure you have built out User Roles first. NOTE: If you are using Aloha PMS and DC integration your DC staff profiles will be automatically created! Once the ...